Alex Klein Chemistry "Leigh Marie" Braswell Nichole Wischoff Plenty of outdoor IRL options if you don't drink 🍷and terrible at 🃏! Run clubs and our UNION Taco 🌮 Tuesday DeepTech ride (500+ list) averages 75-100 riders. Next one 9/16 G2 Venture Partners in Portola Valley.

pretty cool to see the True Ventures team on pods this week. every portfolio founder i’ve met over the years couldn’t speak more highly of them, and the vibe always oozes great humans. big fan. tony joined More or Less this morning, jon was on TBPN yesterday… i nominate

haven’t had the time to connect 1:1 with folks who are (1) struggling to break through with the firms or startups they want or (2) just want a gut check on the market and who’s hiring. i love to geek out on this stuff and want to help. starting this saturday, i’ll open 15m AMA

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close

one seat left 🫣 dinner + drinks with top eng leaders, aws, anthropic, and a fave vc sponsor. conversation will be on models, cloud, and the future of ai infra. if you’re leading eng at a startup or scaleup in ai infra or data-heavy products, this is a good room to be in. hmu!

two searches + a pod with an icon have me back in nyc next week. looking to meet: 1/ partner-level generalists (ai track + dpi priority) 2/ solo gps & EMs deploying fund 1/2 (<$100m; generalist/ai/deep tech) 3/ lps backing EMs (family offices + specialist fof ideal) 4/

met with two s-tier specialist firms in august, both top decile performers now looking to broaden out on brand, track, and infra. one in particular stands out. led by an icon i’ve admired for years, we met at his sf office and he turned out to be not just an elite investor but

We've raised $13 billion at a $183 billion post-money valuation. This investment, led by ICONIQ, will help us expand our capacity, improve model capabilities, and deepen our safety research.

imho the real headline: iconiq has exposure to both oai and anthropic (more meaningful). a+ positioning. bravo ICONIQ - intentional or not, love this for you.

best designer i know is an angel in a fintech/proptech play growing 700% yoy and closing in on 8-figure arr. founders just starting series a convos. dm me if you want to take a look :)

benchmark adding george hu is a great move. venture partner aside, one of the highest horsepower operators in the valley (fmr coo at salesforce and twilio). love the dna he brings. feels like more moves ahead. would love to see an sf scott belsky or founder/super angel in next

huge congrats to Philip Clark on joining the thrive partnership! love seeing the next generation of venture taking shape. bravo philip! 👑🔥🫡

one last seat (maybe two) open for technical founders or eng leaders in SF tonight. flour + water / great crew / dinner + drinks on me. anthropic / aws / nucleus / awesome vc partner at the table. DM if interested

paradigm + stripe birthing a payments chain is as inevitable as it gets. the world is finally ready. bullish on tempo.

susa isn’t a nucleus client but they are absolutely a nucleus favorite. was intro’d to shaheer as someone who might have ideas on pod studios and was deeply plugged into the next gen sf vc cohort. both rang true right away. a+ group confirmed. community > ego confirmed. s/o to

the nucleus gravity index is live. we asked 200+ investors in candidate convos one question: “if you could join any firm right now, who would it be?” subjective pool (early-career vcs + operator angels) but some fun signal / vibes are clear: • Thrive Capital ran away with it.